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Novak & Powell Financial Services’s GE Aerospace GE Stock Holding History

Novak & Powell Financial Services’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$377K Hold
1,328
– – 0.2% 101
2025
Q4 		$409K Hold
1,328
– – 0.21% 93
2025
Q3 		$400K Hold
1,328
– – 0.21% 93
2025
Q2 		$342K Hold
1,328
– – 0.24% 92
2025
Q1 		$266K Hold
1,328
– – 0.17% 121
2024
Q4 		$222K Hold
1,328
– – 0.13% 136
2024
Q3 		$250K Hold
1,328
– – 0.15% 131
2024
Q2 		$211K Sell
1,328
-336
-20% -$53.6K 0.13% 141
2024
Q1 		$233K Buy
+1,664
New +$196K 0.17% 117

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Novak & Powell Financial Services's GE Position: Q1 2026 in Review

Novak & Powell Financial Services held its GE Aerospace (GE) position steady in Q1 2026 at 1,328 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #101.

Novak & Powell Financial Services first reported a position in GE in Q1 2024 and has held it in 9 quarters since. The position peaked at $409K in Q4 2025. 3,210 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Novak & Powell Financial Services held 1,328 shares of GE Aerospace worth $377K as of Q1 2026.
  • Novak & Powell Financial Services left its GE Aerospace share count unchanged in Q1 2026.
  • GE Aerospace made up 0.2% of Novak & Powell Financial Services's portfolio in Q1 2026, its #101 holding.
  • Novak & Powell Financial Services first reported a position in GE Aerospace in Q1 2024 and has held it in 9 quarters since.
  • Novak & Powell Financial Services's GE Aerospace position peaked at $409K in Q4 2025.
  • 3,210 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.